【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例

【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例

こんにちは、コミュニティチームの鳥越です。6/7(金)に、名古屋ユーザー交流会を開催しました！
Zoho CRM とPOSシステムのSquare を連携したユーザー事例のセッションをはじめ、参加者同士でZoho の活用方法について共有するグループワークでは、「Zoho サービス同士の連携」をテーマにディスカッションを行いました。ご参加いただいた皆さま、ありがとうございました！

本投稿では、ユーザー事例の登壇資料および当日の様子をお届けします。参加が難しかった方も、ぜひご参考ください。

(名古屋ユーザー会 集合写真）

事例セッション：宿泊施設におけるZoho CRM Plus活用事例


静岡県川根本町に拠点をおき、宿泊施設の運営などの事業を行う株式会社KAWANE ホールディングス・興津さんが自社のZoho CRM Plus 活用について、お話しくださいました。
同社では、宿泊施設「おろくぼ」の予約フォームにZoho Survey を利用するほか、宿泊者や売上の管理、お土産品などの在庫管理をZoho CRM とPOS システムSquare と連携して管理されています。以下スライドの一部を抜粋して紹介します。


・Zoho CRM Plus 利用全体イメージ：


1. Zoho CRM で利用するタブの紹介


2. 宿泊者情報や決済情報をCRM とSquare 間で自動同期
関数やAPIを利用してCRM とSquareのデータを同期。宿泊予約の情報がCRM に登録されたらSquare にも顧客情報を自動で追加し、Square から支払いの決済が行われるとリアルタイムでCRM の商談データが作成される仕組みを構築しています。以前はインポートや手作業で行っていたものを、自動化しました。

(Squareの決済情報をCRM の商談データに、購入商品は商品データの在庫情報に反映）

3.お土産品やリネン類の在庫管理
Zoho CRM の標準機能で存在する在庫管理機能とSquare の連携で、お土産品やタオル・歯ブラシといったリネン類の在庫を管理しています。品数が減ってきたらアラートを出すなどして、欠品を防いでいます。


4.Zoho Survey の活用
宿泊予約フォームに利用するほか、宿泊満足度アンケートを作成し、QRコードを館内に設置。回答した人にはドリンクをサービスするといった回答を促す施策も行いながら、宿泊者からの声を集めています。



興津さん資料：



グループワーク　「どんなサービスと連携していますか？ Zoho 連携事例を共有し合おう」
Zoho CRM と連携している他のサービスの紹介と、それによってどのようなことを実現しているのかを共有していただきました。



*Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします

最後に
次回以降のユーザー交流会は、以下の通りの開催を予定しています。詳細が決まり次第当フォーラムやZoho Japan のSNSでお知らせします。

・ユーザー交流会福岡　8月2日(金)
・ユーザー交流会東京　10月18日(金)
・ユーザー交流会大阪/名古屋/東京 11月予定

今後取り扱ってほしいトピックや、今回参加した感想などについて、本投稿のコメントにいただけると励みになりますので、ぜひお願いします。

今後ともZoho コミュニティをよろしくお願いいたします！



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